Underhill Investments, LLC

Underhill Investments, LLC (CRD# 165543) is a financial advisory firm headquartered in Berkley, MI. They manage $4,823,196 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1894 W. Eleven Mile Road, Berkley, MI 48072
http://www.davidsunderhill.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $150,725
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Underhill Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Underhill, financial advisor Berkley MI
David S. Underhill
CRD#: 5772880
1894 W. Eleven Mile Road, Berkley, MI 48072

David Underhill (CRD# 5772880) is an Investment Advisor Representative working at Underhill Investments, LLC in Berkley, MI and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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